Xcel Wealth Management’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
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|
2025
Q1 | $642K | Buy |
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|
2024
Q4 | $245K | Hold |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $281K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $945K | Sell |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $801K | Buy |
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|
2021
Q2 | $773K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $225K | Buy |
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